Clarity Wealth Development’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Clarity Wealth Development’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.25M	Buy	129,802 +2,625	+2%	+$66.2K	2.66%	9
2025 Q4	$3.21M	Buy	127,177 +6,826	+6%	+$172K	2.72%	9
2025 Q3	$3.05M	Sell	120,351 -416	-0.3%	-$10.5K	2.76%	11
2025 Q2	$3.04M	Buy	120,767 +6,829	+6%	+$170K	3.03%	9
2025 Q1	$2.86M	Buy	113,938 +294	+0.3%	+$7.3K	3.19%	9
2024 Q4	$2.82M	Buy	+113,644	New	+$2.82M	3.07%	11

Other funds holding SUSB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarity Wealth Development's SUSB Position: Q1 2026 in Review

Clarity Wealth Development increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 2.1% in Q1 2026, buying an estimated $66.2K and bringing the position to 129,802 shares worth $3.25M. The position accounts for 2.66% of the portfolio, ranked #9.

Clarity Wealth Development first reported a position in SUSB in Q4 2024 and has held it in 6 quarters since. 309 funds tracked by Wall St. Rank hold SUSB as of Q1 2026.

Clarity Wealth Development held 129,802 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $3.25M as of Q1 2026.
Clarity Wealth Development bought 2,625 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q1 2026, an estimated $66.2K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 2.66% of Clarity Wealth Development's portfolio in Q1 2026, its #9 holding.
Clarity Wealth Development first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
309 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q1 2026.

Based on Clarity Wealth Development's 13F filing for Q1 2026, filed 22 Apr 2026.